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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,353 | $83,681-24.3% | $82,312-23.0% | - |
| Participation rate | 99.0% | 75.1%+23.9pp | 76.9%+22.1pp | - |
| Annual return | 19.88% | 13.76%+6.1pp | 25.88%-6.0pp | - |
| Employer contribution / active EE | $3,030 | $1,471+106.1% | $2,428+24.8% | - |
| Participant deferral / active EE | $0 | $2,851-100.0% | $3,706-100.0% | - |
| Admin fee / account holder | $0 | $3,032-100.0% | $5,608-100.0% | - |